Tesla pārdošanas apjomi pirmajā ceturksnī samazinājās par 13%, jo Maska politiskās aktivitātes kaitē pieprasījumam

Tesla pārdošanas apjomi gada pirmajos trīs mēnešos samazinājās par 13%, kas ir vēl viena zīme, ka Īlona Maska savulaik strauji augsti attīstītajai elektroauto kompānijai ir grūtības piesaistīt pircējus.

Divciparu kritums, visticamāk, ir saistīts ar vairākiem faktoriem, tostarp novecojošo modeļu klāstu, sāncenšu konkurenci un pretreakciju, ko izraisīja Maska atbalsts labējā spārna politikai. Tas ir arī brīdinājums, ka uzņēmuma pirmā ceturkšņa peļņas pārskats, kas šomēnes tiks publicēts, varētu pievilt investorus.

Tesla ziņoja, ka ceturksnī janvāris-marts visā pasaulē piegādāja 336 681 automašīnu. Šis skaitlis bija mazāks nekā 387 000 pārdoto automašīnu tajā pašā periodā pirms gada.

Samazinājums bija vērojams, neraugoties uz lielām atlaidēm, nulles finansējumu un citiem stimuliem.  FactSet aptaujātie analītiķi gaidīja daudz lielāku piegādi – 408 000.

Wedbush pārstāvis Dans Īvs paziņojumā klientiem norādīja, ka Tesla saskaras ar zemu pieprasījumu ASV un Ķīnā, kā arī ar spiedienu Eiropā: “Zīmola krīzes problēmas nepārprotami negatīvi ietekmē Tesla… par to nav diskusijas,” viņš teica.

Īvs sacīja, ka gan Volstrīta, gan analītiķi zināja, ka pirmā ceturkšņa rādītāji, visticamāk, būs slikti, taču tie bija vēl sliktāki, nekā gaidīts: “Mēs negatavojamies uz šiem skaitļiem raudzīties ar rozā brillēm… tie bija katastrofa visos rādītājos,” viņš teica.

Tesla akcijas kopš decembra vidū sasniegtā rekorda ir nokritušas aptuveni uz pusi, jo cerības uz vieglāku regulatoru pieskārienu un lielu peļņu, kad prezidenta amatā būs Donalds Tramps, nomainīja bailes, ka Maska automobiļu boikots un citas problēmas varētu smagi skart uzņēmumu.

Analītiķi joprojām nav precīzi pārliecināti, cik lielā mērā pārdošanas apjomu kritums ir saistīts ar protestiem vai citiem faktoriem. Elektromobiļu pārdošanas apjomi kopumā ir bijuši gausi, un Tesla īpaši cieš, jo automobiļu pircēji atturas no tās bestsellera Model Y iegādes, jo šogad tiek plānota tā atjauninātā versija.

Pēdējos mēnešos Elektromobiļu ražotājs Ostinā, Teksasas štatā, ir zaudējis tirgus daļu konkurentu labā, jo to, tostarp BYD, piedāvājums ir uzlabojies. Ķīnas elektromobiļu gigants martā prezentēja tehnoloģiju, kas ļauj tā automobiļiem uzlādēties tikai dažu minūšu laikā.

Tesla akcijas trešdien tirdzniecības sākumā samazinājās par gandrīz 6 %.

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